stronger together · the right thing than succeed at doing the wrong thing.” guy kawasaki...
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Becoming an Associate Firm publicly aligns your firm with the Personal Finance Society, the largest professional body for the financial planning sector and associated roles.
Speak volumes “It is better to fail at doing the right thing than succeed at doing the wrong thing.” Guy Kawasaki
Associate Firms will enjoy a closer association with us as we strive to build public trust in financial services and elevate the importance and value of financial wellbeing through regulated personal finance and Investment advice.
An associate firm voluntarily demonstrates adoption of the professional standards and code of ethics set by the Personal Finance Society and this alignment allows associates to stand tall behind a strong and proud inclusive united culture placing clients and staff at the heart of its commitment and focus.
Benefits of becoming an Associate Firm:• Proudly display the Associate Firm logo on your
stationery, website and marketing collateral;
• You will also receive an aluminium plaque version of the logo to display at your firm’s premises;
• Your firm will be listed in the Associate Firms section of the PFS website, hyperlinked to your own corporate website.
The 8 Core principles of being an Associate Firm:1. Act in the best interests of clients, using a customer
charter to aid transparency;
2. Demonstrate integrity, probity and fairness by aligning with the code of professional ethics & conduct;
3. Comply with the spirit as well as rules of regulation;
4. Comply with the spirit as well as the rules of employment law;
5. Invest in your people by funding a policy of ongoing training & professional development
6. Operate a clear diversity & inclusion policy, for both your staff & clients;
7. Operate a policy of corporate social responsibility; and
8. Adhere to transparent governance standards and processes.
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A shared vision
“It is not in numbers, but in unity, that our great strength lies.” Thomas Paine
As individuals and firms we have the power to build confidence in our services and earn the trust of our clients; but it is only by uniting behind a shared vision that we can influence the future direction and trust of our sector.
The Personal Finance Society is part of the Chartered Insurance Institute; our purpose is driven by our Royal Charter commitment, granted by the sovereign on the advice of the Privy Council, to secure and justify the confidence of the public in our profession. We do this by:
• Raising professional standards through knowledge, development and good practice sharing;
• Our members commitment to a code of professional ethics, behaviour and culture;
• Engaging with regulators and policymakers to improve outcomes for consumers.
Our strapline, Standards. Professionalism. Trust., embodies our commitment to driving confidence in the power of professional standards: competence, integrity and care for the customer. Your support will help us achieve this vision.
You will receive an aluminium plaque version of the logo to display at your firm’s premises
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Personal Finance Society is part of the Chartered Insurance Institute Group. Registered office: 21 Lombard StreetLondon EC3V 9AHtel: +44 (0)20 8530 0852
thepfs.org
@pfsconf© Personal Finance Society 2020
Ready to play your part in a united profession?For more information about becoming an Associate Firm, and to apply, please visit thepfs.org/associatefirm